FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...
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FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...
The Top 3 Investing Mistakes New Inheritors Make (And How to Avoid Them)
Heir Necessities
12 minutes
4 weeks ago
The Top 3 Investing Mistakes New Inheritors Make (And How to Avoid Them)
FULL EPISODE AND SHOW NOTES AT: www.sunnybranchwealth.com/blog/investing-mistakes Getting a multi-million dollar inheritance comes with a lot of pressure. If you're feeling overwhelmed by all the financial decisions in front of you and worried you're going to make a mistake, this is the episode for you. Listen for a breakdown of the three most common investing mistakes I see new inheritors make from moving too fast (or not fast enough!) to making decisions with incomplete...
Heir Necessities
FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...
